First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
8 hedge funds and large institutions have $1.45M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.
1,853% more capital invested
Capital invested by funds: $74K → $1.45M (+$1.37M)
167% more funds holding
Funds holding: 3 → 8 (+5)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $877K | +$882K | +17,416 | New |
|
|
SAM
2
Stringer Asset Management
Memphis,
Tennessee
| $475K | +$477K | +9,430 | New |
|
|
MFS
3
MSI Financial Services
Springfield,
Massachusetts
| $66K | +$1.06K | +21 | +2% |
|
4
UBS Group
Zurich,
Switzerland
| $11K | +$10.9K | +215 | New |
|
5
Bank of America
Charlotte,
North Carolina
| $7K | +$405 | +8 | +6% |
|
|
MAA
6
Managed Account Advisors
Jersey City,
New Jersey
| $5K | +$5.11K | +101 | New |
|
|
AIG
7
American International Group
New York
| $3.17K | +$3.19K | +63 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $1K | +$506 | +10 | +100% |
|
LMBS Hedge Fund Activity: Q2 2015 in Review
8 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) for Q2 2015, worth a combined $1.45M — up 1,853% from $74K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LMBS positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $882K.
- 8 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2015, up from 3 in Q1 2015.
- Funds reported $1.45M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2015, up 1,853% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2015 and 0 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2015 was Ladenburg Thalmann Financial Services, an estimated $882K added.
Based on aggregated 13F filings for Q2 2015.